Mark Sheptoff Financial Planning »

Ishares High Dividend Equity F shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Ishares High Dividend Equity F

Tip: Access up to 7 years of quarterly data

All positions including Ishares High Dividend Equity F held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares High Dividend Equity F by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $19k 165 117.62
2024-06-30 $18k 165 108.70
2024-03-31 $17k 150 110.21
2023-12-31 $15k 150 101.99
2023-09-30 $15k 150 98.89
2023-06-30 $15k 150 100.79
2023-03-31 $15k 150 101.66
2022-12-31 $16k 150 104.24
2022-09-30 $14k 150 93.33
2022-06-30 $15k 150 100.00
2022-03-31 $16k 150 106.67
2021-12-31 $15k 150 100.00
2021-09-30 $14k 150 93.33
2021-06-30 $14k 150 93.33
2021-03-31 $14k 150 93.33
2020-12-31 $13k 150 86.67
2020-09-30 $12k 150 80.00
2020-06-30 $12k 150 80.00
2020-03-31 $11k 150 73.33
2019-12-31 $15k 150 100.00
2019-09-30 $14k 150 93.33
2019-06-30 $14k 150 93.33
2019-03-31 $14k 150 93.33
2018-12-31 $13k 150 86.67
2018-09-30 $14k 150 93.33
2018-06-30 $13k 150 86.67
2018-03-31 $13k 150 86.67
2017-12-31 $14k 150 93.33
2017-09-30 $13k 150 86.67
2017-06-30 $12k 150 80.00
2017-03-31 $13k 151 86.09
2016-12-31 $12k 150 80.00
2016-09-30 $12k 150 80.00
2016-06-30 $12k 150 80.00
2016-03-31 $12k 150 80.00
2015-12-31 $11k 150 73.33

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Nextera Energy (NEE)
Apple (AAPL)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Veeva Sys Cl A Com (VEEV)
Vertex Pharmaceuticals Incorporated (VRTX)
Abbvie (ABBV)
Abbott Laboratories (ABT)
Raytheon Technologies Corp (RTX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palantir Technologies Cl A (PLTR)
Tesla Motors (TSLA)
Costco Wholesale Corporation (COST)

View all positions for Mark Sheptoff Financial Planning

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Envestnet Asset Management
Meiji Yasuda Life Insurance Company
LPL Financial
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Jpmorgan Chase & Co
Clark Capital Management Group
Advantus Capital Management
Commonwealth Equity Services
M^T Bank Corporation
Citadel Advisors
Janney Montgomery Scott
Raymond James Financial Services Advisors

View all funds holding Ishares High Dividend Equity F